Strengthening your relationship with your Investment Advisor
No potential conflict of interest
will receive the benefit of our time-tested expertise, recommendations
and guidance without having to worry about commission charges.
can rest assure that you and your Investment Advisor are on the same
side of the table when it comes to your investments. Decisions are
based on advice, rather than on the cost of implementation.
- Confidence – from knowing your trusted advisor is overseeing all of your assets.
Take advantage of our top-ranked research
every good investment decision lies good research. And when it comes to
research, nobody does it better than BMO Nesbitt Burns. Every time you
and your Investment Advisor make an investment decision, you’re doing it
with the backing of some of Canada’s best investment knowledge and
market expertise - Canadian Research has been top ranked (#1 or 2) for
the past 30 years by Brendan Wood International.
Keeping you well connected
Access to your investments
Access to research resources
- You have unlimited access to BMO Nesbitt Burns Gateway® (Gateway), our
leading-edge online client information centre. Through Gateway, the
investment world is at your fingertips. You can access your account
information, check prices for securities held in your account or access a
wealth of research resources. All the information included in your
regular monthly statements is updated daily and available on your
- With the
BMO Nesbitt Burns Meridian Program®, you can access real-time quotes on
listed securities, BMO Nesbitt Burns Canadian Equity, proprietary mutual
fund research, as well as third party U.S. and Global research.
Ability to link unlimited number of accounts for calculating fee
- All these features and more are now available to you for a comprehensive annual fee based on assets under management.
gives you upfront knowledge of the costs of working with your Advisor,
allowing you to consistently predict costs associated with your account.
Consolidation–saving you money through a lower fee.
- For billing purposes, several accounts may be linked to the main
account for greater economies but one account must contain at least
$100,000 in assets.
- Fees for non-registered accounts are potentially deductible against income.